>> WELCOME BACK TO SQUAWK BOX PRESIDENT TRUMP ANNOUNCING THAT HE WILL BE VISITING BEIJING IN APRIL FOLLOWING A PHONE CALL WITH CHINESE PRESIDENT XI. THE TWO CONTINUED THEIR DISCUSSIONS ON CHINA'S AGREEMENT TO PURCHASE U.S. SOYBEANS WHILE THE U.S. LOWERS TARIFFS ON CHINA. JOINING US RIGHT NOW WITH MORE ON THE US-CHINA TRADE.LATEST IS TREASURY SECRETARY SCOTT BESSENT. AND MR. SECRETARY, THANK YOU VERY MUCH FOR BEING WITH US THIS MORNING.>> GOOD MORNING BECKY. GOOD MORNING ANDREW. >> WHY DON'T WE START WITH TH ...

C3is (NasdaqCM:CISS) Q3 2025 Earnings Call November 18, 2025 10:00 AM ET Speaker1Good day, and thank you for standing by. Welcome to the C3is Q3 2025 Financial and Operating Results Conference call. At this time, all participants are in listen-only mode. Please be advised that today's conference is being recorded. I would now like to hand the conference over to our speaker today, Diamantis Andriotis. Please go ahead, sir.Speaker0Good morning, everyone, and welcome to our C3is Q3 2025 Earnings Conference cal ...

Vi e w p o i n t | 30 Oct 2025 21:43:13 ET │ 9 pages China Economics China Export Tracker (26): Exports Growth to Turn Negative in October? CITI'S TAKE We update our high-frequency trackers of Chinese exports up to October 29th. Direct China-US exports could be heading towards the lows seen at the peak of US tariffs in May. The positive US-China summit may not have an immediate boost to the trade flow but will likely show more impact in 2026. Overall cargo throughput slowed and turned negative as a higher b ...

About this content About Oliver Haill Oliver has been writing about companies and markets since the early 2000s, cutting his teeth as a financial journalist at Growth Company Investor with a focusing on AIM companies and small caps, before a few years later becoming a section editor and then head of research. He joined Proactive after a couple of years freelancing, where he worked for the Financial Times Group, ITV, Press Association, Reuters sports desk, the London Olympic News Service, Rugby World Cup ...

Summary of Key Points from the Conference Call Industry Overview - **Industry**: Chinese Export and Trade - **Key Focus**: High-frequency data tracking of Chinese exports and cargo throughput as of August 20, 2023 Core Insights 1. **US-China Tariff Situation**: Tail risks associated with US-China tariffs have been largely mitigated due to the official extension of the tariff truce, although demand uncertainty from the US remains a concern [2][2][2] 2. **Container Ship Departures**: There was a year-on-year decline of -9.4% in container ship departures from China to the US for the 15 days ending August 20, slightly improving from -12.6% a week prior [2][2][13] 3. **US Import Bills**: Seaborne import bills from China to the US remained stable at approximately US$1.3 billion, reflecting a decline of -19.4% year-on-year [2][2][14] 4. **Cargo Throughput Trends**: Overall cargo throughput growth in China softened to 2.6% year-on-year for the week ending August 17, down from 6.8% the previous week, indicating the impact of a high base from the previous year [3][3][6] 5. **Containership Arrivals**: Containership arrivals at ASEAN ports grew by 3.7% year-on-year for the week ending August 20, a decrease from 7.6% the week before, suggesting a similar high base effect [3][3][12] Additional Important Details 1. **Overall Cargo Throughput**: The overall cargo throughput expanded by 3.1% year-on-year in the first three weeks of August, compared to 10.9% year-on-year in July, indicating a significant slowdown [3][3][3] 2. **Market Volatility**: Despite the defusion of tariff risks, volatility in China's direct exports to the US may increase in the coming months due to ongoing concerns regarding US demand [2][2][2] 3. **Analyst Contact Information**: Analysts involved in the report include Xiangrong Yu, Xinyu Ji, and Yuanliu Hu, with their contact details provided for further inquiries [4][4][4] This summary encapsulates the critical insights and data points from the conference call regarding the current state of Chinese exports and trade dynamics, particularly in relation to US-China relations and market conditions.

Summary of Key Points from the Conference Call Industry Overview - **Industry**: Chinese Export Sector - **Context**: The report discusses the current state of Chinese exports and the impact of US-China trade relations, particularly focusing on tariff risks and cargo throughput. Core Insights 1. **Tariff Risks Mitigated**: Tail risks regarding US tariffs on China have been largely defused following the official extension of the tariff truce to mid-November, as reported by MOFCOM on August 12th [2][1] 2. **Cargo Throughput Recovery**: China's overall cargo throughput increased by 6.8% year-over-year (YoY) in the week ending August 10th, recovering from previous lows [3][6] 3. **Export Growth Trends**: Month-to-date cargo volume is trending at a growth rate of 3-5% YoY, indicating potential continued growth in exports for August [1][3] 4. **Containership Departures Decline**: There was a significant decline in containership departures for the US, down 23.5% YoY in the week ending August 13th, suggesting a cautious approach ahead of the truce deadline [2][13] 5. **US Import Bills**: US import bills for seaborne imports from China dropped by 13.8% YoY in the week ending August 10th, indicating a tentative trough in trade activity [2][14] 6. **Volatility Anticipated**: Increased volatility is expected as the trade of consumer electronics approaches its peak season, which may affect export dynamics [2][1] Additional Important Details 1. **Regional Weakness**: Signs of economic weakness are emerging in neighboring ASEAN countries, which could pressure China as an intermediary supplier [3][1] 2. **Tariff Differential Impact**: For goods not exempt from tariffs, the narrowing of China-RoW tariff differentials may provide some support for Chinese exports to the US [2][1] 3. **Historical Context**: The report provides a comparative analysis of cargo throughput and container export volumes over the past months, highlighting the fluctuations in trade activity [5][10] This summary encapsulates the key points from the conference call, focusing on the current state of the Chinese export sector and the implications of US-China trade relations.

Summary of Key Points from the Conference Call Industry Overview - **Industry**: Chinese Exports and Trade Dynamics - **Key Focus**: The resilience of China's exports, particularly to the US, and the overall cargo throughput and container export volume trends Core Insights 1. **Export Growth Expectations**: Anticipation of approximately 8% year-on-year growth in Chinese exports for July, reflecting resilience noted in previous outlooks [1][3] 2. **US-China Trade Resilience**: Despite potential volatilities, China's containership shipments to the US showed a positive year-on-year change in mid-July, with a contraction in US bills for seaborne imports from China widening but remaining stable [2] 3. **Consumer Electronics Impact**: The trade of consumer electronics is expected to negatively affect bilateral trade in Q3, with significant year-on-year declines in exports of smartphones (-71.1%) and laptops (-40.6%) noted in June [2] 4. **Cargo Throughput Increase**: Overall cargo throughput in China increased by 8.0% year-on-year for the week ending July 20, indicating a positive trend in export activities [3][6] 5. **Container Export Volume Growth**: Container export volume recorded double-digit growth in the week ending July 18, supporting the expectation of continued export growth in July [3][10] Additional Important Details 1. **Tariff Talks and Trade Dynamics**: Upcoming US-China tariff talks could lead to a narrowing of tariff differentials, potentially allowing previously diverted exports to return to China [2] 2. **Recent Trends in Container Departures**: Container departures from China to the US showed a year-on-year increase of 6.8% in the 15 days ending July 22, compared to a previous decline of -11.3% [13] 3. **Seaborne Import Bills**: The year-on-year change in US seaborne bills for imports from China was reported at -31.0% for the week ending July 19, indicating a significant contraction [14] This summary encapsulates the key points discussed in the conference call regarding the current state and outlook of Chinese exports, particularly in relation to the US market, and highlights the potential impacts of trade dynamics and consumer electronics on future performance.

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